Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBRVX (Segall Bryant & Hamill Small Cap Value Fund Retail Class) | 18.01% | 35.62% | 16.50% | 7.21% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBRVX (Segall Bryant & Hamill Small Cap Value Fund Retail Class) | 12/10/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 35.62 | 16.50 | 7.21 | NA | NA | NA | … | … | 18.01 | 12.14 | 13.31 | 11.85 | -14.77 | 16.46 | 6.13 | 3.08 |
| Sharpe Ratio | NA | 1.87 | 0.69 | 0.21 | NA | NA | NA | … | … | 2.15 | 0.37 | 0.49 | 0.47 | -0.71 | 0.88 | 0.15 | 10.11 |
| Standard Deviation(%) | NA | 20.16 | 21.23 | 21.10 | NA | NA | NA | … | … | 20.36 | 25.27 | 19.67 | 17.71 | 22.87 | 18.77 | 38.81 | 7.08 |
| Draw Down(%) | NA | 12.21 | 28.45 | 28.45 | NA | NA | NA | … | … | 12.21 | 25.44 | 9.29 | 13.68 | 25.10 | 11.24 | 41.54 | 0.56 |
| Yield(%) | 0.00 | 11.86 | 6.86 | 4.53 | 2.98 | 1.99 | 1.49 | … | … | 0.00 | 11.60 | 6.07 | 1.37 | 0.95 | 5.14 | 0.99 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBRVX (Segall Bryant & Hamill Small Cap Value Fund Retail Class) |
-2.30%
Apr 2021 – Apr 2024 |
5.29%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBRVX (Segall Bryant & Hamill Small Cap Value Fund Retail Class) |
20.16%
May 2023 – May 2026 |
12.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart